Project-based organizations empowered by project service automation capabilities can improve all aspects of their business by bringing people, process and technology together. This enables them to become an integral part to their customer journey by delivering value at each interaction.
Dynamics 365 for Project Service Automation (PSA) enables companies to deliver projects more productively and profitably with higher client satisfaction.
Dynamics 365 for Project Service Automation consists of 7 core modules and provides a single system of customer engagement for project sales, resourcing, delivery and billing:
Earn your customers’ long-term trust—and ongoing business—by reliably setting and meeting their expectations using intelligent tools.
Help your teams work efficiently by giving them automation technology and a complete view into their client relationships.
Rely on our innovative solution to provide the insights you need to prepare for change, stay competitive, and grow profitably.
Give your business development team a single place to access sales force automation services and social insights that make every conversation relevant and productive. The team also can collaborate within the app on pursuits and proposals using a client-centric approach.
Make it easy for your sales and project managers to collaborate on estimates using templates. For professional services automation, this app also links to Microsoft Project, with its scheduling and management strength, to improve your project planning from estimation to completion.
Unify resourcing and scheduling, so your managers assign the best consultants to each project based on their skills, availability, and interest. This optimizes your resources across project service, customer service, and field service—and increases your consultants’ job satisfaction.
ive your team access to powerful and easy-to-use mobile apps for iOS, Android, and Windows. With these apps, team members can select projects, update skills, manage schedules, enter time and expenses, and collaborate using Office 365 anytime, anywhere for higher productivity.
Simplify time and expense management for your employees. Submitting information, assigning it to customers, approving it, and updating the project status are easy with desktop, web, and mobile apps. And configurable process flows ensure these tasks go smoothly at every step.
Give your project managers one location where they can review, override, and approve all job costs. They can generate, approve, and distribute customer invoices in email and on the web. And staying compliant is easier because our app works with your financial systems.
